Please join Accounting Management Solutions, Inc., BDO USA, LLP, Bernstein Global Wealth Management, and Goodwin Procter LLP on November 13th for a complimentary breakfast briefing on an inside look into the lifecycle of a nonprofit planned giving program.
Many nonprofit organizations agree that planned giving is a critical source of revenue to support their current and future growth and sustainability. This is reflected in the establishment of new planned giving programs and refocused attention on existing planned giving programs.
Hear from our panel of local nonprofit organizations who will share best practices and lessons learned from their personal experiences throughout the lifecycle of a planned giving program. The panel will share insight from the initial creation of a planned giving program through the final state of stewardship.
Hosted By
Leigh Tucker, Managing Director, Nonprofit Solutions, Accounting Management Solutions, Inc.
Sue Abbott, Partner, Exempt Organization and Trust & Estate Planning Practice, Goodwin Procter LLP
Tom Gorman, Director, Nonprofit and Education Practice, BDO USA, LLP
Darius Sidebotham, Vice President, Bernstein Global Wealth Management
Featured Panelists Include
Leslie Jacobson Kaye, Vice President of Institutional Advancement, The Boston Conservatory
Lindsay S. Kafka, Associate Director of Gift Planning, Harvard University, Graduate School of Arts and Sciences
Alice Tobin Zaff, Assistant Vice President, Gift Planning, Dana-Farber Cancer Institute
Agenda
7:30 AM to 8:00 AM – Registration, Networking and Breakfast
8:00 AM to 9:30 AM – Program
Complimentary validated parking is available at the 75 State Street Parking Garage. Entrance is on Broad Street.
Space is limited, so please registered by October 31st.
